Somerset Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $296K | Hold |
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|
2023
Q3 | $273K | Hold |
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|
2023
Q2 | $246K | Hold |
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|
2023
Q1 | $229K | Hold |
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|
2022
Q4 | $240K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $223K | Hold |
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|
2021
Q4 | $207K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $218K | Hold |
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|
2021
Q1 | $232K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $420K | Sell |
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|
2016
Q2 | $370K | Hold |
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|
2016
Q1 | $374K | Hold |
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|
2015
Q4 | $332K | Hold |
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|
2015
Q3 | $319K | Hold |
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|
2015
Q2 | $414K | Hold |
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|
2015
Q1 | $391K | Hold |
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|
2014
Q4 | $447K | Hold |
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|
2014
Q3 | $484K | Hold |
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|
2014
Q2 | $531K | Hold |
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|
2014
Q1 | $485K | Sell |
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|
2013
Q4 | $448K | Hold |
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|
2013
Q3 | $411K | Hold |
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|
2013
Q2 | $407K | Buy |
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